Plan Snapshot
- Plan Sponsor: Phoenix Senior Living
- Sponsor EIN: 274328606
- Sponsor Address: 10902 CRABAPPLE RD, ROSWELL, GA, 30075
- Plan Type: 401(k)
- Total Participants: 2,239
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,239 | $5.4M | $0 | $2.7M |
| 2023 | 2,504 | $4.2M | $0 | $2.1M |
| 2022 | 2,576 | $2.9M | $0 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MJCO, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $244,521 | $38,332 | — | — | — |
| 2023 | $130,119 | $32,081 | — | — | — |
| 2022 | $158,450 | — | $158,450 | — | — |